Harry Mcgowan is a registered investment advisor at Osaic Wealth, INC., based in Mattawan, MI, with 28 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
56878 S Main Street, Mattawan, MI, 49071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harry is the president of Retirement Solutions of Michigan, LLC, and handles the bills, dedicating minimal time. He is also a partner in Reed Mcgowan LLC, a landlord company, where he pays bills, keeps books, and makes decisions, also dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
LPL Financial CorporationBroker
H&r Block Financial Advisors, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.